Document Tolerance Error Override
When budget checking has been initiated on the purchase order either from the budget check icon , the drop down menu item # 15 or the Budget Check link from the main menu you might receive Document Tolerance (Doc Tol) Errors. These errors occur when the amount of the Purchase Order is either 10% or $500 different from the amount of the Requisition associated with the Purchase Order.
Once you have gotten a “Doc Tol” error and you are the person with authority to approve you will need to search for the Purchase Order that has the error.
Menu Navigation:
Ø eProcurement
Ø Buyer Center
Ø Manage Purchase Orders
At the Manage Purchase Orders page you will need to enter as many of the five (5) criteria to find your purchase order.
1. Business Unit
2. Vendor ID
3. PO ID
4. Buyer
5. Date From/Date To
1. Business Unit
This should default to your Business Unit if not enter your 5 digit business unit number.
2. Vendor ID
Enter the 10 digit PeopleSoft vendor ID if known. Not needed to search.
3. PO ID
Enter the 10 digit PO number you got from the eProcurement> Manage Requisitions page. This is the best search criteria to enter.
4. Buyer
Enter the Buyer ID of the buyer assigned to the PO at creation. Not needed to search.
5. Date From/Date To
You can limit your search frame based on the date of PO creation. This will find only
POs created during this time frame.
Once you have entered all your search criteria click the “Search” button to find the PO(s) for the criteria you entered. You will see the PO(s) PeopleSoft returned under the List of Purchase Orders section. Click on the PO number link in the PO ID column to retrieve the PO form where you will be able to start the correction process.
Once you are at the Maintain Purchase Order screen you will need to verify that the Purchase Order does have a Doc Tol error. Look for the blue “Error” link next to “Doc Tol Status”.
If the Purchase Order does have an error, then click the link and it will take you to a screen that looks like this:
At this screen you will need to click the “Override” check box. You will need to do this for each line that failed. To view all the lines of the purchase order you will need to click the “view all” link on this page.
Once you have clicked in the “Override” check box for each item you must click on the “Save” button.
This will correct all of the Doc Tol errors and allow the completion of the processing of the Purchase Order.
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